How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q3 2022, ENVESTNET ASSET MANAGEMENT INC holds 3,896 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 7.0% of portfolio, worth $12.2B.

What is ENVESTNET ASSET MANAGEMENT INC's total portfolio value?

$175.2B as of Q3 2022, tracked across 3,896 holdings.

Is ENVESTNET ASSET MANAGEMENT INC a hedge fund?

ENVESTNET ASSET MANAGEMENT INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does ENVESTNET ASSET MANAGEMENT INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has ENVESTNET ASSET MANAGEMENT INC's portfolio changed in Q3 2022?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q3 2022 on HoldingsIntel.

What is ENVESTNET ASSET MANAGEMENT INC's investment strategy?

ENVESTNET ASSET MANAGEMENT INC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

ENVESTNET ASSET MANAGEMENT INC

Institutional investor · Portfolio as of Q3 2022

Top Holdings3,896 positions

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Activity:

				Price Trend
IVV ETF iShares Core S&P 500 ETF	33.9M	$12.2B	7.0%	—	$314.72	+7.89%	16 qtrssince 2018-Q4	Increased 72
??Vanguard Short-Term Bond ETF Bond	63.2M	$4.7B	2.7%	—	—	—	—	Increased 66
ESGU ETF iShares Trust iShares ESG Aware MSCI USA ETF	59.5M	$4.7B	2.7%	—	$72.55	+4.12%	16 qtrssince 2018-Q4	Increased 56
VOO ETF VANGUARD S&P500 INDEX ETF	13M	$4.3B	2.4%	—	$249.46	+24.61%	16 qtrssince 2018-Q4	Increased 56
GOVT ETF iShares US Treasury Bond ETF	177.1M	$4B	2.3%	—	$21.70	-7.18%	16 qtrssince 2018-Q4	Increased 67
IUSB ETF ISHARES TR	85.3M	$3.8B	2.2%	—	$43.42	-11.92%	16 qtrssince 2018-Q4	Increased 56
AGG ETF iShares Core U.S. Aggregate Bond ETF	33.3M	$3.2B	1.8%	—	$93.32	-10.29%	16 qtrssince 2018-Q4	Decreased 0
VEA ETF VANGUARD FTSE DEV MKT ETF	84.4M	$3.1B	1.8%	—	$32.17	+0.19%	16 qtrssince 2018-Q4	Increased 52
VTV ETF Vanguard Value ETF	20.2M	$2.5B	1.4%	—	$86.20	+30.44%	16 qtrssince 2018-Q4	Increased 50
BNDX ETF Vanguard Total International Bond ETF	49.5M	$2.4B	1.3%	—	$44.51	-8.20%	16 qtrssince 2018-Q4	Increased 50
IEFA ETF ISHARES CORE MSCI EAFE ETF	40.4M	$2.1B	1.2%	—	$50.29	-5.71%	16 qtrssince 2018-Q4	Increased 53
VUG ETF VANGUARD INDEX FDS	9.7M	$2.1B	1.2%	—	$22.15	+57.61%	16 qtrssince 2018-Q4	Increased 51
EFV ETF iShares MSCI EAFE Value ETF	50M	$1.9B	1.1%	—	$39.72	-18.38%	16 qtrssince 2018-Q4	Decreased 0
MSFT Microsoft Corp	7.4M	$1.7B	1.0%	—	$165.58	+36.12%	16 qtrssince 2018-Q4	Increased 47
EFG ETF ISHARES TR	23.2M	$1.7B	1.0%	—	$79.97	-14.18%	16 qtrssince 2018-Q4	Increased 62
USMV ETF ISHARES TR	25M	$1.7B	0.9%	—	$62.06	-0.34%	16 qtrssince 2018-Q4	Increased 72
BND ETF Vanguard Total Bond Market ETF	21.7M	$1.5B	0.9%	—	$66.80	-7.07%	16 qtrssince 2018-Q4	Decreased 0
BIV ETF VANGUARD BD INDEX FDS	19.8M	$1.5B	0.8%	—	$67.02	-5.00%	16 qtrssince 2018-Q4	Increased 56
VTI ETF VANGUARD TOTAL STOCK MARKET ETF	8M	$1.4B	0.8%	—	$129.06	+31.67%	16 qtrssince 2018-Q4	Increased 45
BIL ETF SPDR Bloomberg 1-3 Month T-Bill ETF	14.6M	$1.3B	0.8%	—	$76.50	+0.36%	16 qtrssince 2018-Q4	Increased 58